What are Operational Registers (PowerBI)

This article is a guide to Operational Registers on FastDraft.

This guide contains the following:

• Components of a register
• Advantages of Registers
• Operational Registers Glossary

Our operational registers are a comprehensive snapshot of your data from across all of your projects and contracts and designed to help project teams tackle common day to day tasks like preparing for progress/quarterly meetings and checking what are the outstanding issues you need to resolve. A register contains a single table that can be filtered, sorted or search and they are typically designed around common tasks and suitable to be exported and printed easily.

The primary objective of an operational registers is to provide a common format day to day operational tasks of project teams that can easily to be exported or printed.

Components of a register

A. This report has series registers (or tabs) and you're currently viewing the All Communications Register.

B. In this Register we can sort the table by any of the columns, its current sorted by Contract name.

C. A Link is provided in the Register back to individual notices, so you can drilldown to individual issues.

D. Registers can be filtered (F) or sorted (B) or searched (E) and the reset button reset the register content back to its default settings.

E. The search icon allows the Register to be searched by column, to easily track down an individual issues or a collection of issues with a common theme.

F. The Filters pane shows us the filters that can be applied to all registers. To collapse the Filters pane, select the back button.

G. Back button allow us to navigation back from a report or page instead of using the main navigation.

The action bar in the top right of the register also contains other actions you can take on this report or visualisation. For example, you can export data from the report. Select More options (...) to reveal a list of additional register functionality.

Advantages of Registers

An operational register is based on a single dataset. Like a report is highly interactive and highly customisable but provide a more granular view of the information. Report designers create the registers to represent prefiltered list of issues for specific tasks. The registers are not fixed, so can be customised and they also update as the underlying data changes. You can interact with the registers with filters, searches and by sorting as you drill down into the data for insights and answers. Registers typically contain a more detail views of the data than dashboards and visualisations in reports and are better suited to printing out or exporting to excel and used offline at a meeting on site or in a supplier or clients offices.

Operational Registers Glossary

The following operational registers are available across all subscription plans.

All descriptions of in the glossary are based on preconfigured filters. You can only see data for contracts you have access to but that includes all contracts apart from deleted contracts and demo contracts. You may have a perfectly legitimate reason to want to report on data from contracts that were completed or archived during the current reporting period so, by default, these are included but these can easily be filtered out via the filters page. Users can personalise registers and this will change the data but not the title or any tooltips. Power BI refers to filters as those pre-applied to each register and slicers as those selected by a user (typically in a dropdown). You can see which filters and slicers apply to a particular register by hovering over it and clicking the Filters on Visual icon.

1. All comms registers – Provides a table of all communications across all workflows, contract, projects, suppliers, programmes, etc. that can be filtered, sorted or search and personalised. Why? If you need to search for set of documents across a common theme and need to export or print this is the easiest way to do so.
2. Outstanding action register - Provides a pre-filtered table of all outstanding or pending communications across all workflows, contract, projects, suppliers, programmes, etc. that quick and easy to access. Why? If you need to prepare for your next progress meeting or quarterly review meeting with a supplier this provides a precompiled register of the outstanding issues.
3. All risks register - Provides a pre-filtered table of all risks across all contract, projects, suppliers, programmes, etc. that quick and easy to access. Why? If you need to prepare for your next risk reduction meeting or assess contingency across your programme of works this provides a precompiled register of all the risks.
4. All change notices instructed register - Provides a pre-filtered table of all notice of changes i.e. variations, claims and compensation events across all contract, projects, suppliers, programmes, etc. that quick and easy to access. If you need to prepare for your next progress meeting or quarterly review meeting with a supplier this provides a precompiled register of the outstanding issues.
5. All change quotations instructed register - Provides a pre-filtered table of all changes that the supplier has been instructed to provide a quote across all contract, projects, suppliers, programmes, etc. that quick and easy to access. Why? If you need to prepare for your next progress meeting or quarterly review meeting with a supplier this provides a precompiled register of these issues.
6. All change quotations replies register - Provides a pre-filtered table of all changes that the supplier has been quote for and contract admins replies across all contract, projects, suppliers, programmes, etc. that quick and easy to access. Why? If you need to prepare for your next progress meeting or quarterly review meeting with a supplier this provides a precompiled register of these issues.
7. All certificate register - Provides a pre-filtered table of all certificates across all contract, projects, suppliers, programmes, etc. that quick and easy to access. Why? If you need to prepare for your next progress meeting or quarterly review meeting with a supplier this provides a precompiled register of these issues.
8. All payment applications and certificates - Provides a pre-filtered table of all payment applications and certificates across all contract, projects, suppliers, programmes, etc. that quick and easy to access. Why? If you need to prepare for your next progress meeting or quarterly review meeting with a supplier this provides a precompiled register of these issues.
9. All submissions register - Provides a pre-filtered table of all submissions across all contract, projects, suppliers, programmes, etc. that quick and easy to access. Why? If you need to prepare for your next progress meeting or quarterly review meeting with a supplier this provides a precompiled register of these issues.
10. All defects register - Provides a pre-filtered table of all defects and replies to defects across all contract, projects, suppliers, programmes, etc. that quick and easy to access. Why? If you need to prepare for your next progress meeting or quarterly review meeting with a supplier this provides a precompiled register of these issues.